Articles

Volkswagen Group's strategy to transform the company into a greener, leaner and more high tech organisation will increase operational risks for the company given that it is struggling to deal with already bloated cost overheads. Added to this, lost...

Integrated oil and gas companies will step up their strategic focus on petrochemicals and specialty products as the outlook for more refined fuel demand growth looks weak over the coming decade. We anticipate that from 2017 onwards this trend will...

The highest probability outcome of Italy's December 4 referendum is that a 'No' vote prevails, leading to the resignation of Prime Minister Matteo Renzi and the appointment of a caretaker government. Even in the lower-probability scenario of a snap...

We believe that structural unemployment will remain a major problem for the Chinese government due to ongoing capacity cuts, industrial upgrading of the manufacturing sector and the potential cooling down in construction. However, wage growth will...

Inflation in Saudi Arabia will ease over the coming quarters, as the pace of subsidy cuts slows, while other fiscal reforms drag aggregate demand. This trend will reverse in 2018, when the Saudi Arabian government introduces a 5% Value-Added-Tax...

Low oil prices will continue to undermine long-term crude oil production growth in Asia, as major producers curb upstream spending and implement stringent cost-saving measures to weather the oil price downturn. In contrast, gas production will see...

Initiatives seeking to promote foreign investment in India, such as ‘Make in India’, will continue to struggle with attracting multinational interest in the country’s construction and infrastructure market. Indeed, issues surrounding land...

Strong consumption and investment fundamentals will continue to drive economic activity in Israel over the coming quarters. The export sector will return to positive territory, mostly benefiting from low base effects, but will remain vulnerable amid...

The agreement signed between Bulgaria and Romania to cooperate in medicine pricing follows a trend of increasing regional integration among European countries. Patients in these countries - as well as those in other CEE countries that are expected...